Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HILDA C LANDERS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

52-6808936
B Telephone number (see instructions)

(412) 768-9969
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,602,755
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 132,599 132,599  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 264,173
b Gross sales price for all assets on line 6a 1,235,963
7 Capital gain net income (from Part IV, line 2)... 264,173
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 396,772 396,772  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,409 32,767   17,643
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 18,142 220   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,551 32,987 0 17,643
25 Contributions, gifts, grants paid....... 280,000 280,000
26 Total expenses and disbursements. Add lines 24 and 25 348,551 32,987 0 297,643
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,221
b Net investment income (if negative, enter -0-) 363,785
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 231,936 315,695 315,695
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 474,372 478,500 533,840
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,799,442 Click to see attachment4,759,786 4,753,220
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,505,750 5,553,981 5,602,755
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 5,505,750 5,553,981
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,505,750 5,553,981
31 Total liabilities and net assets/fund balances (see instructions). 5,505,750 5,553,981
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,505,750
2
Enter amount from Part I, line 27a .....................
2
48,221
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10
4
Add lines 1, 2, and 3 ..........................
4
5,553,981
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,553,981
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 36. AGILENT TECHNOLOGIES (IPO)     2018-01-04
b 9. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-01-04
c 20. THERMO ELECTRON CORP COM   2015-08-20 2018-01-04
d 27. WYNDHAM WORLDWIDE CORP     2018-01-04
e 58. WYNDHAM WORLDWIDE CORP     2018-01-05
2095.557 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2017-05-05 2018-01-16
2452.182 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-10-23 2018-01-16
2349.256 PNC INTERNATIONAL EQUITY FUND CLASS I FUND 409   2004-06-29 2018-01-16
1. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-19
19. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-19
26. TRANSCANADA CORP (HOLDING CO)     2018-01-19
13. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-22
66. TRANSCANADA CORP (HOLDING CO)     2018-01-22
773.642 AQR EQUITY MARKET NEUTRAL-I     2018-02-01
242.699 AQR EQUITY MARKET NEUTRAL-I     2018-02-01
7126.146 ASG GLOBAL ALTERNATIVES FUND CL Y     2018-02-01
44.215 T ROWE PRICE REAL ESTATE FUND FD 122   2017-01-31 2018-02-01
100. CBS CORP CLASS B WI     2018-02-02
15. HOME DEPOT INC COM   2012-05-02 2018-02-02
10. MOHAWK INDS INC   2016-08-05 2018-02-02
85. PEPSICO INC COM     2018-02-23
28. PROLOGIS INC   2017-06-02 2018-02-23
105. PROLOGIS INC     2018-02-23
42. PROLOGIS INC   2017-06-02 2018-02-26
15. SHERWIN-WILLIAMS CO     2018-03-02
40. STANLEY BLACK & DECKER INC     2018-03-09
10. MOHAWK INDS INC   2017-08-18 2018-04-05
20. MOHAWK INDS INC     2018-04-05
19006.985 COLUMBIA FLOATING RATE FUND INSTITUTIONAL     2018-04-17
1. JPMORGAN CHASE 46625H100   2001-01-01 2018-04-24
35. AETNA INC NEW   2013-05-31 2018-04-26
20. ILLINOIS TOOL WORKS INC COM   2016-02-17 2018-04-26
40. ILLINOIS TOOL WORKS INC COM     2018-04-27
105. ALTRIA GROUP INC   2013-05-13 2018-05-04
85. COMCAST CORPORATION CL A   2011-10-12 2018-05-04
20. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-05-04
18. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-15
84. BERRY GLOBAL GROUP INC     2018-05-15
46. HONEYWELL INTL INC     2018-05-15
4. HONEYWELL INTL INC   2015-07-20 2018-05-15
25. BERRY GLOBAL GROUP INC     2018-05-16
24. BERRY GLOBAL GROUP INC     2018-05-16
9. BERRY GLOBAL GROUP INC     2018-05-16
4. BERRY GLOBAL GROUP INC   2016-10-17 2018-05-17
1. BERRY GLOBAL GROUP INC   2016-10-17 2018-05-17
1357.05 AQR EQUITY MARKET NEUTRAL-I     2018-05-21
828.961 DIAMOND HILL LONG-SHORT FUND CL I     2018-05-21
269.462 DIAMOND HILL LONG-SHORT FUND CL I     2018-05-21
8720.973 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I     2018-05-21
355.157 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I   2017-04-20 2018-05-21
80.202 T ROWE PRICE REAL ESTATE FUND FD 122     2018-05-21
22.018 T ROWE PRICE REAL ESTATE FUND FD 122   2017-01-31 2018-05-21
105. ANALOG DEVICES INC     2018-05-23
141. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2016-04-20 2018-05-23
62. ISHARES TR RUSSELL 2000   2017-05-11 2018-05-23
983.699 JPMORGAN VALUE ADVANTAGE-INS FD 1400   2013-11-25 2018-05-23
2084.419 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I   2013-10-23 2018-05-23
360.36 PNC MULTI-FACTOR SMALL CAP CORE FUND   2017-06-13 2018-05-23
539.374 PRINCIPAL MID CAP FUND CLASS INS   2015-10-16 2018-05-23
5. ABBVIE INC   2017-12-08 2018-06-06
10. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-06
5. AMERICAN WATER WORKS CO INC   2016-02-08 2018-06-06
5. AMGEN INC   2013-12-30 2018-06-06
15. APPLE INC   2013-10-21 2018-06-06
10. APPLIED MATERIALS INC   2016-07-13 2018-06-06
5. AUTOMATIC DATA PROCESSING INC   2018-05-23 2018-06-06
10. BANK NEW YORK MELLON CORP COM   2016-04-29 2018-06-06
10. BAXTER INTERNATIONAL INC   2018-01-04 2018-06-06
5. BIOGEN INC   2016-08-02 2018-06-06
5. BOEING CO   2017-10-20 2018-06-06
15. BORG WARNER INC.   2017-08-18 2018-06-06
5. BURLINGTON STORES INC   2016-08-31 2018-06-06
20. CBRE GROUP INC   2018-02-23 2018-06-06
5. CELANESE CORP     2018-06-06
5. CENTENE CORP   2018-04-26 2018-06-06
20. CISCO SYS INC COM   2014-06-25 2018-06-06
10. CITIGROUP INC   2017-07-28 2018-06-06
25. CITIZENS FINANCIAL GROUP   2016-11-11 2018-06-06
20. COMCAST CORPORATION CL A   2011-10-12 2018-06-06
10. CONOCOPHILLIPS   2017-11-03 2018-06-06
5. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-06-06
5. CUMMINS INC   2017-02-17 2018-06-06
10. DOWDUPONT INC   2015-04-28 2018-06-06
5. EASTMAN CHEM CO   2018-03-02 2018-06-06
10. FACEBOOK INC   2016-03-02 2018-06-06
5. FEDEX CORPORATION   2018-05-15 2018-06-06
5. GENERAL DYNAMICS CORP   2015-05-27 2018-06-06
15. HALLIBURTON CO   2017-01-27 2018-06-06
5. HOME DEPOT INC COM   2012-05-02 2018-06-06
15. INTEL CORP   2016-08-19 2018-06-06
20. J P MORGAN CHASE & CO COM     2018-06-06
5. JOHNSON & JOHNSON COM   2011-08-19 2018-06-06
10. KOHLS CORP COM   2018-04-05 2018-06-06
5. LAM RESEARCH CORP   2015-12-18 2018-06-06
10. LAUDER ESTEE COS INC CL A   2017-09-01 2018-06-06
5. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-06-06
5. MCDONALDS CORP COM   2017-06-19 2018-06-06
10. MICROSOFT CORP   2014-03-31 2018-06-06
15. MORGAN STANLEY   2016-10-21 2018-06-06
10. OCCIDENTAL PETE CORP COM   2018-01-19 2018-06-06
5. PARKER HANNIFIN CORP   2017-04-07 2018-06-06
25. PFIZER INC COM   2017-11-10 2018-06-06
10. PRICE T ROWE GROUP INC COM   2017-08-25 2018-06-06
5. RAYTHEON COMPANY   2016-01-29 2018-06-06
10. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-06-06
5. S&P GLOBAL INC   2016-05-20 2018-06-06
5. SMUCKER J M CO COM NEW   2018-02-23 2018-06-06
10. STATE STR CORP COM   2016-09-08 2018-06-06
5. STRYKER CORP   2017-03-13 2018-06-06
15. SUNTRUST BANKS INC COM   2016-06-24 2018-06-06
10. T-MOBILE US INC   2017-05-01 2018-06-06
10. TEXAS INSTRS INC COM   2015-11-11 2018-06-06
5. THERMO ELECTRON CORP COM   2015-08-20 2018-06-06
15. TOTAL FINA S A   2015-08-12 2018-06-06
10. TYSON FDS INC COM   2016-03-11 2018-06-06
5. UNITED RENTALS INC COM   2017-05-25 2018-06-06
5. UNITEDHEALTH GROUP INC COM   2016-10-27 2018-06-06
10. VISA INC CLASS A SHARES   2013-02-08 2018-06-06
15. WEC ENERGY GROUP INC   2009-03-13 2018-06-06
10. WASTE MANAGEMENT INC   2018-03-09 2018-06-06
10. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-25 2018-06-06
5. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868     2018-06-06
469.095 JPMORGAN VALUE ADVANTAGE-INS FD 1400   2013-11-25 2018-06-08
142.918 T ROWE PRICE GROWTH STOCK FUND   2009-12-15 2018-06-08
421.941 PRINCIPAL MID CAP FUND CLASS INS   2015-10-16 2018-06-08
135. HALLIBURTON CO     2018-06-13
15. SMUCKER J M CO COM NEW   2018-02-23 2018-06-13
16. SMUCKER J M CO COM NEW     2018-06-14
17. AGILENT TECHNOLOGIES (IPO)     2018-06-15
30. AGILENT TECHNOLOGIES (IPO)   2017-08-18 2018-06-15
38. AGILENT TECHNOLOGIES (IPO)   2017-04-24 2018-06-15
39. SMUCKER J M CO COM NEW     2018-06-15
35. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-02
22. CUMMINS INC     2018-07-02
13. CUMMINS INC   2017-02-21 2018-07-03
30. CONSTELLATION BRANDS INC CL A     2018-07-13
10. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
4. GENERAL DYNAMICS CORP   2015-05-27 2018-07-13
14. THERMO ELECTRON CORP COM   2015-08-20 2018-07-13
21. GENERAL DYNAMICS CORP     2018-07-16
11. THERMO ELECTRON CORP COM   2015-08-20 2018-07-16
18. PARKER HANNIFIN CORP   2017-04-07 2018-07-27
24. STATE STR CORP COM   2016-09-08 2018-07-27
72. STATE STR CORP COM     2018-07-27
4. STATE STR CORP COM     2018-07-27
30. TYSON FDS INC COM   2016-03-11 2018-07-27
6. TYSON FDS INC COM   2016-03-11 2018-07-27
27. PARKER HANNIFIN CORP   2017-04-07 2018-07-30
3. TYSON FDS INC COM   2017-09-29 2018-07-30
29. TYSON FDS INC COM   2016-03-11 2018-07-30
37. TYSON FDS INC COM   2017-09-29 2018-07-30
44. JOHNSON & JOHNSON COM     2018-08-16
29. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
16. LAUDER ESTEE COS INC CL A     2018-08-16
40. FACEBOOK INC   2016-03-02 2018-08-17
2. LAUDER ESTEE COS INC CL A   2017-09-29 2018-08-17
28. LAUDER ESTEE COS INC CL A   2017-09-29 2018-08-17
11. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-23
2. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-24
43. ROYAL DUTCH SHELL PLC ADR A     2018-08-24
38. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-27
1. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-27
30. LAM RESEARCH CORP   2015-12-18 2018-09-14
26. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
4. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-14
40. STRYKER CORP     2018-09-14
30. MARRIOTT INTERNATIONAL INC CL A   2018-01-04 2018-09-17
7. BORG WARNER INC.     2018-10-11
9. BORG WARNER INC.   2017-08-18 2018-10-11
33. BORG WARNER INC.   2017-08-18 2018-10-11
17. US FOODS HOLDING CORP   2018-06-13 2018-10-11
153. US FOODS HOLDING CORP     2018-10-11
47. BORG WARNER INC.     2018-10-12
39. BORG WARNER INC.     2018-10-15
6. BORG WARNER INC.     2018-10-15
25. BORG WARNER INC.   2017-09-29 2018-10-16
9. BORG WARNER INC.     2018-10-16
2. APPLIED MATERIALS INC   2016-07-13 2018-10-25
119. APPLIED MATERIALS INC     2018-10-25
112. DOWDUPONT INC     2018-10-25
14. DOWDUPONT INC   2016-10-14 2018-10-25
4. APPLIED MATERIALS INC   2016-07-14 2018-10-26
4. DOWDUPONT INC   2016-10-14 2018-10-26
193. FIRST DATA CORP- CLASS A     2018-11-02
5. TEXAS INSTRS INC COM   2015-11-11 2018-11-02
115. TEXAS INSTRS INC COM     2018-11-02
32. FIRST DATA CORP- CLASS A     2018-11-05
3. FIRST DATA CORP- CLASS A   2018-08-21 2018-11-05
27. FIRST DATA CORP- CLASS A   2018-08-21 2018-11-06
5. FIRST DATA CORP- CLASS A   2018-08-21 2018-11-06
21. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868     2018-11-08
26. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-09
4. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-09
4. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-10 2018-11-12
24. FEDEX CORPORATION   2018-05-15 2018-11-16
1. FEDEX CORPORATION   2018-05-15 2018-11-16
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
93. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2     2018-12-13
60. UNITED TECHNOLOGIES CORP COM   2018-07-13 2018-12-13
62. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2     2018-12-14
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,483   1,909 574
b 624   477 147
c 3,981   2,660 1,321
d 3,133   1,772 1,361
e 6,544   4,293 2,251
50,000   43,483 6,517
50,000   47,205 2,795
60,000   39,853 20,147
48   47 1
912   892 20
1,248   1,222 26
623   612 11
3,165   3,120 45
9,709   8,997 712
3,046   2,941 105
82,164   78,073 4,091
1,197   1,248 -51
5,595   5,206 389
2,930   790 2,140
2,713   2,132 581
9,306   8,864 442
1,714   1,593 121
6,428   5,549 879
2,569   2,389 180
5,875   5,346 529
6,396   6,571 -175
2,395   2,487 -92
4,789   4,434 355
173,724   172,000 1,724
94   25 69
6,266   2,160 4,106
2,877   1,899 978
5,694   3,798 1,896
5,919   3,882 2,037
2,708   1,007 1,701
2,141   1,947 194
860   816 44
3,997   3,804 193
6,771   4,808 1,963
588   422 166
1,193   1,116 77
1,146   1,070 76
429   401 28
190   179 11
47   45 2
16,067   16,899 -832
21,669   22,273 -604
7,044   6,332 712
84,855   85,496 -641
3,456   3,349 107
2,149   2,287 -138
590   622 -32
9,916   8,608 1,308
19,899   14,332 5,567
10,000   8,521 1,479
35,000   27,032 7,968
40,000   40,125 -125
10,000   8,951 1,049
15,000   12,017 2,983
498   480 18
650   530 120
396   318 78
917   577 340
2,901   1,119 1,782
525   259 266
680   643 37
565   401 164
750   684 66
1,517   1,476 41
1,854   1,317 537
761   667 94
781   403 378
960   911 49
589   538 51
593   542 51
885   492 393
682   676 6
1,057   745 312
645   237 408
677   529 148
1,120   411 709
717   762 -45
697   515 182
549   502 47
1,909   1,096 813
1,283   1,237 46
1,006   702 304
722   873 -151
966   263 703
852   529 323
2,204   809 1,395
612   317 295
762   665 97
998   388 610
1,478   1,078 400
707   681 26
812   763 49
1,024   413 611
778   501 277
863   755 108
869   806 63
907   876 31
1,258   839 419
1,063   636 427
692   610 82
1,029   541 488
530   620 -90
992   706 286
897   656 241
1,054   613 441
575   679 -104
1,178   579 599
1,090   665 425
923   756 167
679   675 4
824   562 262
1,242   711 531
1,360   394 966
889   284 605
837   869 -32
972   779 193
521   485 36
17,000   12,891 4,109
10,000   3,845 6,155
12,000   9,401 2,599
6,460   7,763 -1,303
1,571   1,861 -290
1,663   2,007 -344
1,117   902 215
1,977   1,844 133
2,505   2,066 439
4,086   4,965 -879
7,523   2,877 4,646
2,905   3,388 -483
1,717   2,005 -288
6,472   2,603 3,869
1,929   1,405 524
773   562 211
2,958   1,862 1,096
4,024   2,951 1,073
2,305   1,463 842
2,963   2,900 63
2,091   1,694 397
6,266   5,072 1,194
349   281 68
1,915   2,026 -111
383   405 -22
4,450   4,351 99
176   212 -36
1,697   1,958 -261
2,191   2,611 -420
5,817   4,327 1,490
3,875   3,127 748
2,140   1,725 415
6,927   4,383 2,544
270   216 54
3,786   3,020 766
714   672 42
132   122 10
2,829   2,630 199
2,509   2,330 179
66   61 5
4,593   2,326 2,267
3,395   3,542 -147
520   545 -25
6,831   5,259 1,572
3,893   4,087 -194
273   311 -38
348   400 -52
1,258   1,467 -209
496   631 -135
4,340   5,714 -1,374
1,776   2,092 -316
1,485   1,846 -361
229   306 -77
954   1,267 -313
343   464 -121
65   52 13
3,883   3,097 786
5,934   5,847 87
746   749 -3
127   104 23
209   214 -5
3,612   4,820 -1,208
476   289 187
10,917   6,536 4,381
590   807 -217
55   76 -21
504   683 -179
93   127 -34
2,276   2,060 216
2,798   2,553 245
431   393 38
425   393 32
5,435   5,936 -501
226   247 -21
119   25 94
2,853   3,845 -992
7,161   7,770 -609
1,844   2,593 -749
      134,720
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       574
b       147
c       1,321
d       1,361
e       2,251
      6,517
      2,795
      20,147
      1
      20
      26
      11
      45
      712
      105
      4,091
      -51
      389
      2,140
      581
      442
      121
      879
      180
      529
      -175
      -92
      355
      1,724
      69
      4,106
      978
      1,896
      2,037
      1,701
      194
      44
      193
      1,963
      166
      77
      76
      28
      11
      2
      -832
      -604
      712
      -641
      107
      -138
      -32
      1,308
      5,567
      1,479
      7,968
      -125
      1,049
      2,983
      18
      120
      78
      340
      1,782
      266
      37
      164
      66
      41
      537
      94
      378
      49
      51
      51
      393
      6
      312
      408
      148
      709
      -45
      182
      47
      813
      46
      304
      -151
      703
      323
      1,395
      295
      97
      610
      400
      26
      49
      611
      277
      108
      63
      31
      419
      427
      82
      488
      -90
      286
      241
      441
      -104
      599
      425
      167
      4
      262
      531
      966
      605
      -32
      193
      36
      4,109
      6,155
      2,599
      -1,303
      -290
      -344
      215
      133
      439
      -879
      4,646
      -483
      -288
      3,869
      524
      211
      1,096
      1,073
      842
      63
      397
      1,194
      68
      -111
      -22
      99
      -36
      -261
      -420
      1,490
      748
      415
      2,544
      54
      766
      42
      10
      199
      179
      5
      2,267
      -147
      -25
      1,572
      -194
      -38
      -52
      -209
      -135
      -1,374
      -316
      -361
      -77
      -313
      -121
      13
      786
      87
      -3
      23
      -5
      -1,208
      187
      4,381
      -217
      -21
      -179
      -34
      216
      245
      38
      32
      -501
      -21
      94
      -992
      -609
      -749
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 264,173
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 297,711 5,912,866 0.05035
2016 292,324 5,516,893 0.052987
2015 295,604 5,855,610 0.050482
2014 290,539 5,938,225 0.048927
2013 295,271 5,591,702 0.052805
2
Total of line 1, column (d) .....................
2
0.255551
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.05111
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,024,933
5
Multiply line 4 by line 3......................
5
307,934
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,638
7
Add lines 5 and 6........................
7
311,572
8
Enter qualifying distributions from Part XII, line 4,.............
8
297,643
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 7,276
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,276
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,276
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 9,419
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,419
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,143
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,143 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK Telephone no.bullet (412) 768-9969

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DONALD R MERING ESQ CO-TRUSTEE
    1
    0    
    120 E BALTIMORE STREET
    BALTIMORE,MD21201
    PNC BANK CO-TRUSTEE
    7
    50,409    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,116,683
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,116,683
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,116,683
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,750
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,024,933
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    301,247
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    301,247
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,276
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,276
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    293,971
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    293,971
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    293,971
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    297,643
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    297,643
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    297,643
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 293,971
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 31,989
    b From 2014...... 934
    c From 2015...... 8,127
    d From 2016...... 18,311
    e From 2017...... 11,487
    fTotal of lines 3a through e........ 70,848
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 297,643
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 293,971
    e Remaining amount distributed out of corpus 3,672
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 74,520
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    31,989
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    42,531
    10 Analysis of line 9:
    a Excess from 2014.... 934
    b Excess from 2015.... 8,127
    c Excess from 2016.... 18,311
    d Excess from 2017.... 11,487
    e Excess from 2018.... 3,672
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    HOOD COLLEGE
    401 ROSEMONT AVE
    FREDERICK,MD21701
    NONE PC GENERAL SUPPORT 70,000
    GOUCHER COLLEGE
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204
    NONE PC GENERAL SUPPORT 70,000
    MCDANIEL COLLEGE INC
    2 COLLEGE HILL
    WESTMINSTER,MD21157
    NONE PC GENERAL SUPPORT 70,000
    ST MARY'S COLLEGE OF MARYLAND
    18952 E FISHER ROAD
    ST MARYS CITY,MD206863001
    NONE PC GENERAL SUPPORT 70,000
    Total .................................bullet 3a 280,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 132,599  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 264,173  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   396,772  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    396,772
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HILDA C LANDERS CHARITABLE TRUST
    EIN:
    52-6808936
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    MUTUAL FUNDS - ALTERNATIVE      

    TY 2018 OtherIncreasesSchedule
    Name:
    HILDA C LANDERS CHARITABLE TRUST
    EIN:
    52-6808936
    Description Amount
    ROUNDING ADJ FOF SALES AND TRANSACTIONS 10


    TY 2018 TaxesSchedule
    Name:
    HILDA C LANDERS CHARITABLE TRUST
    EIN:
    52-6808936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 220 220   0
    FEDERAL TAX PAYMENT - PRIOR YE 8,503 0   0
    FEDERAL ESTIMATES - PRINCIPAL 9,419 0   0